Jitbit Helpdesk + Quotient

Jitbit Helpdesk + Quotient integrations

Generate tickets in Jitbit Helpdesk when new quotes are accepted in Quotient

Streamline your customer service efforts with this efficient workflow. As soon as a quote is approved in Quotient, a relevant ticket is immediately created in Jitbit Helpdesk. This process ensures quick response to customer needs, thereby boosting your operational effectiveness and fostering positive customer relationships.

When this happens...
Quote AcceptedTriggers when a Quote is Accepted.
TriggerInstant
automatically do this!
Create TicketCreates a Ticket in your Helpdesk
ActionWrite

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More things you can do with Quotient and Jitbit Helpdesk

Discover other triggers and actions you can use with Quotient and Jitbit Helpdesk

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
New Closed Ticket
Triggers when a ticket is closed.
Trigger
Instant
Try It

- Ticket Number
  Required
- Body
  Required
- For technicians only
- From User ID
Action
Write
- Username
  Required
- Email
  Required
- First Name
- Last Name
- Phone
- Location
- Company
- Department
- Send Welcome Email
Action
Write

- Search query
  Required
Action
Search

Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Trigger
Instant
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- Subject
  Required
- Message
  Required
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
New Ticket
Triggers when a new ticket is created.
Trigger
Instant
Try It
- Ticket Subject
  Required
- Ticket Body
  Required
- Ticket Category ID
  Required
- Ticket Priority ID
  Required
- Submitter Email
Action
Write
- Search Query
  Required
Action
Search
- Search Query
  Required
- Category
  Required
- Submitter Email
  Required
- Subject
  Required
- Body
  Required
- Priority
  Required
Action
Search or write

About Jitbit Helpdesk

A great help desk app for small and medium sized companies. It has all the features you may need, while staying easy to use and very user friendly.

HelpHelp

Related categories

Customer Support

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management